Overview

Fieldata's CATI (Computer-Assisted Telephone Interviewing) workflow is designed to streamline and optimize the process of conducting telephone surveys, allowing for efficient, accurate, and organized data collection. This workflow integrates cloud calling technology, real-time monitoring, and custom reporting features to make telephone interviews easier for both interviewers and administrators.

Key Steps for CATI workflow

Step 1: Survey Design & Setup

  1. Create a Survey:

    • The admin or project manager creates a new survey tailored for CATI using Fieldata’s web interface.

    • Design the questionnaire by adding various question types (multiple choice, open-ended, rating scales, etc.).

    • Apply logic, conditions, and skip patterns to ensure dynamic question flows based on respondent answers.

  2. Assign Survey to Telecallers:

    • Assign telecallers or interviewers to the survey and define their roles using Role-Based Access Control (RBAC) to ensure each interviewer has appropriate permissions.

    • Upload a list of respondents, including contact information, into the system database.

  3. Set up Cloud Calling:

    • If integrated with a third-party calling provider, configure the cloud calling system within Fieldata, allowing interviewers to connect with respondents by clicking the "CTC" (Click-to-Call) button.

Step 2: Call Management & Data Collection

  1. Telecaller Interface:

    • Telecallers log in to their custom portal and access the assigned respondent list.

    • The interface displays the respondent’s details and a "Click-to-Call" button, enabling automatic dialing through the cloud calling system.

  2. Conducting the Interview:

    • Once the call connects, the telecaller follows the survey script displayed on the screen.

    • They record the respondent’s answers in real-time, using built-in tools like response validation and error prevention features.

    • The system automatically records the audio of the call, ensuring that there’s a record for quality checks later.

  3. Handling Multiple Calls:

    • Fieldata’s system allows telecallers to handle multiple calls efficiently, providing a simple yet powerful interface for tracking their call progress.

Step 3: Quality Control (QC)

  1. QC Questionnaire:

    • After the interview is complete, the data passes through a separate quality control (QC) process. A QC manager assigns a specific QC form for validation.

    • QC users assess the interview data and audio recording for accuracy and completeness using different criteria (e.g., logic verification, interview flow, respondent authenticity).

  2. Audio QC for reviewing recorded calls.

  3. Accept/Reject Responses:

    • QC users can either accept or reject the interview based on the defined criteria. If rejected, feedback is provided, and corrective measures are taken.

Step 4: Data Analysis & Reporting

  1. Real-Time Reporting:

    • The project manager or admin can access detailed reports in real-time, showing:

      • Number of calls made.

      • Call success and failure rates.

      • Data entry status (completed, pending, rejected).

      • Interviewer performance.

  2. Custom Reporting:

    • Fieldata allows you to create custom reports based on the collected data. This includes generating tables, charts, and visual summaries.

    • Data is presented in various parameters such as interviews completed, rejections, call success rate, and telecaller efficiency.

  3. Client Portal:

    • Clients can log in to their own portal to view the survey progress, summary data, and real-time visual reports (graphs, tables).

    • They can also export data in formats such as CSV, Excel, or SPSS.

Step 5: Data Export & Completion

  1. Data Export:

    • After completing the interviews, project managers can export the data in multiple formats.

    • Fieldata supports exporting to CSV, Excel, SPSS, and more, with options for including or excluding certain variables (e.g., with labels, codes only).

  2. Summary Reports:

    • Final summary reports can be generated, including key insights such as total calls made, successful interviews, rejection rates, and overall response quality.

    • This report is crucial for stakeholders to assess the outcome of the survey.

Key Features of Fieldata’s CATI Workflow

  • Cloud Calling Integration: Seamlessly connect calls with respondents through integrated third-party calling platforms.

  • Audio Recording: Capture and store audio files for every call, ensuring interviews can be reviewed for quality.

  • Role-Based Access Control (RBAC): Ensure only authorized users have access to sensitive survey data.

  • Real-Time Monitoring: Project managers can track the progress of interviews, monitor call status, and assess data quality in real-time.

  • QC Workflow: Multi-level quality control with customizable questionnaires for acceptance/rejection of collected data.

  • Custom Reporting: Generate visual reports with custom tables, graphs, and data parameters, with options for export to multiple formats.

Use Cases

  • Healthcare Surveys: Use CATI for reaching out to patients or healthcare providers to gather insights or feedback.

  • Political Polling: Conduct phone-based opinion polls before elections to gather voter sentiment.

  • Market Research: Conduct CATI surveys to understand consumer behavior or product feedback via telephone.

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